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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,679 | $110,093+32.3% | $97,295+49.7% | $145,897-0.1% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.2pp |
| Annual return | 30.61% | 244.76%-214.1pp | 75.62%-45.0pp | 552.29%-521.7pp |
| Employer contribution / active EE | $879 | $3,077-71.4% | $2,723-67.7% | $4,663-81.2% |
| Participant deferral / active EE | $9,445 | $4,678+101.9% | $4,264+121.5% | $6,689+41.2% |
| Admin fee / account holder | $2,961 | $6,212-52.3% | $5,646-47.6% | $13,390-77.9% |